CRM Strategy & Enablement

CRM Strategy & Enablement

Our Approach to CRM Strategy & Enablement Services


Today’s market dynamics make retaining and nurturing your customers more important than ever.

Not only do customers have more choices, but they are increasingly becoming more mindful of their spend and the companies they want to spend with.  Companies who know their customers deeply and can engage with them in authentic, highly personalized ways are in the best position to thrive in the new economic reality.

CRM done right will dramatically differentiate you from your competitors, uniquely position your company to retain customers, and nurture deep loyalty to your brand. CRM done wrong will drive your customers to your competitors. 

While many of our customers initially believe they have a robust CRM program, our team can help to maximize your success by applying best-in-class CRM practices across your marketing, sales, customer service, and data analytics.

CRM marketing
CRM Strategy
Our Approach to CRM Strategy & Enablement Services


CRM is a robust, cross-functional strategy and operational plan that puts the customer first across all pillars of your business.  It should be prioritized like other key business functions, incorporating the right mix of strategy, people, technology, process, and tactics.

CRM Strategy & Enablement Skills & Services


Chameleon Collective is able to leverage its diverse set of experts with CRM marketing experience to affect change across your business from strategy to execution in a way that few companies can.


  • Strategy Assessment
  • Audience Segmentation
  • Omni-Channel Customer Engagement Strategy
  • Customer Journey Design
  • Vision for Customer Centricity
  • Data Collection & Usage Strategy


  • Loyalty Program Development
  • Retention & Nurture Programs
  • Customer Onboarding
  • Churn/Winback Initiatives
  • Data Quality/Cleanup
  • Marketing / Sales Automation
  • Email Campaigns & Automation
  • SMS Campaigns & Automation
  • App Push Messaging Programs


  • Analytics Roadmap & Development
  • Definition of critical KPIs
  • Reporting infrastructure
  • Reporting design and development
  • Analytics infrastructure
  • Foundational analytics
  • Design of ideal analytics organization

Business Operations

  • Technology Stack Assessment
  • Strategic Roadmap Development
  • Technology Roadmap Development
  • Vendor Review / Selection
  • Process Implementation
  • Team / Talent Assessment
  • Opportunity Assessment/Business Case Development
  • Change Management
  • Playbooks & Training

Recent CRM Strategy & Enablement Clients


Meet the team


Martin Salisbury
Growth & Content Marketing

As a digital marketing consultant and operations manager, Martin helped companies like Verizon, Nielsen, and AARP build customer engagement and implement lead-generating communications for their products.

Julie Znoy
Email & CRM Strategist

A results-driven, passionate marketer and problem-solver specializing in data-led customer retention, email marketing, loyalty, and SMS strategy.

Valerie Milovic
Sales Strategy Consultant

An Interim Sales Leader with B2B & B2C expertise who has led international sales for IBM, Symantec, McAfee, and HP Software.

Susan Martindill
Sales Optimization Marketing Consultant

Susan helps small and midsize businesses run measurable and efficient marketing programs through personalized consulting services. 

Kelly Colbert
VP Customer Strategy

With experience in retail, entertainment, luxury & lifestyle industries, she's led customer marketing, retention, acquisition, and marketing automation initiatives for companies such as The Walt Disney Company, Estee Lauder Companies, Tiffany & Co., Rebecca Minkoff, and more.

Jonathan Nail
Partner, CRM & Marketing Automation Strategist

A CRM/Marketing Automation expert, adept at leveraging automation tools & developing CRM strategies to drive customer engagement for brands like WorldRemit, Madison Reed, Malin+Goetz, and G-Form.

Brittney Kleinfelter
Marketing Director

15 years of marketing experience across retail and e-commerce, publishing, finance, and technology. Brittney specializes in SEO, SEM, marketing technology, email marketing automation and web analytics.

Adam Towvim

An interim marketing leader with deep expertise in customer data analytics who has led growth strategies for companies like Salesforce, LiveRamp, Jumptap (now part of AOL), and Waystar.

Doug Nugent
Customer Success & Retention Expert

A Customer Experience & CRM expert who optimizes customer journeys for loyalty & operational efficiency. He brings strategies to fruition with companies like Envoy, AccuWeather, Walmart and P&G.

Case Studies


The following work represents a cross-section of our relevant experience:
Backyard Discovery


Open Project

Kimera Labs

Open Project

Blink Fitness

Open Project
Co-op Financial Services

CO-OP Financial Services

Open Project
Our Story

We adapt. We scale. We help grow successful businesses.

Find out if Chameleon Collective is the right partner for you.